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Eastern Bank’s iShares Russell 2000 ETF IWM Stock Holding History

Eastern Bank’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.3M Sell
60,798
-28,296
-32% -$7.95M 0.28% 80
2026
Q1 		$22.1M Buy
89,094
+67,963
+322% +$17.5M 0.38% 68
2025
Q4 		$5.2M Buy
21,131
+6,472
+44% +$1.59M 0.09% 109
2025
Q3 		$3.55M Sell
14,659
-81
-0.5% -$18.6K 0.06% 115
2025
Q2 		$3.18M Buy
14,740
+1,114
+8% +$224K 0.06% 120
2025
Q1 		$2.72M Buy
13,626
+8,270
+154% +$1.79M 0.05% 133
2024
Q4 		$1.18M Sell
5,356
-164
-3% -$37.4K 0.02% 197
2024
Q3 		$1.22M Buy
5,520
+4,390
+388% +$939K 0.02% 213
2024
Q2 		$229K Hold
1,130
– – 0.01% 185
2024
Q1 		$238K Sell
1,130
-439
-28% -$87.6K 0.01% 191
2023
Q4 		$315K Buy
+1,569
New +$281K 0.01% 181
2023
Q3 		– Sell
-1,255
Closed -$235K – 205
2023
Q2 		$235K Hold
1,255
– – 0.01% 188
2023
Q1 		$224K Hold
1,255
– – 0.01% 188
2022
Q4 		$219K Sell
1,255
-172
-12% -$30.6K 0.01% 193
2022
Q3 		$235K Sell
1,427
-98
-6% -$17.9K 0.01% 185
2022
Q2 		$259K Sell
1,525
-75
-5% -$13.8K 0.01% 180
2022
Q1 		$328K Sell
1,600
-805
-33% -$164K 0.02% 174
2021
Q4 		$535K Sell
2,405
-333
-12% -$75.2K 0.02% 158
2021
Q3 		$599K Sell
2,738
-685
-20% -$152K 0.03% 142
2021
Q2 		$785K Sell
3,423
-1,520
-31% -$342K 0.04% 138
2021
Q1 		$1.09M Sell
4,943
-109,880
-96% -$24M 0.06% 122
2020
Q4 		$22.5M Sell
114,823
-762
-0.7% -$133K 1.26% 26
2020
Q3 		$17.3M Sell
115,585
-11
-0% -$1.66K 1.06% 37
2020
Q2 		$16.6M Sell
115,596
-2,754
-2% -$361K 1.08% 35
2020
Q1 		$13.5M Sell
118,350
-61,740
-34% -$9.2M 1.01% 46
2019
Q4 		$29.8M Buy
180,090
+640
+0.4% +$101K 1.73% 10
2019
Q3 		$27.2M Buy
179,450
+3,795
+2% +$579K 1.69% 11
2019
Q2 		$27.3M Buy
175,655
+4,427
+3% +$682K 1.74% 10
2019
Q1 		$26.2M Buy
171,228
+169,444
+9,498% +$25.5M 1.76% 10
2018
Q4 		$239K Hold
1,784
– – 0.02% 178
2018
Q3 		$301K Hold
1,784
– – 0.02% 172
2018
Q2 		$292K Hold
1,784
– – 0.02% 171
2018
Q1 		$271K Sell
1,784
-167
-9% -$25.8K 0.02% 180
2017
Q4 		$297K Hold
1,951
– – 0.02% 171
2017
Q3 		$289K Hold
1,951
– – 0.02% 173
2017
Q2 		$275K Sell
1,951
-220
-10% -$30.4K 0.02% 182
2017
Q1 		$299K Sell
2,171
-375
-15% -$51.2K 0.02% 172
2016
Q4 		$343K Buy
+2,546
New +$325K 0.03% 159

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Eastern Bank's IWM Position: Q2 2026 in Review

Eastern Bank reduced its iShares Russell 2000 ETF (IWM) stake by 32% in Q2 2026, selling an estimated $7.95M and leaving 60,798 shares worth $18.3M. The position accounts for 0.28% of the portfolio, ranked #80.

Eastern Bank first reported a position in IWM in Q4 2016 and has held it in 38 quarters since. The position peaked at $29.8M in Q4 2019. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Eastern Bank held 60,798 shares of iShares Russell 2000 ETF worth $18.3M as of Q2 2026.
  • Eastern Bank sold 28,296 iShares Russell 2000 ETF shares in Q2 2026, an estimated $7.95M.
  • iShares Russell 2000 ETF made up 0.28% of Eastern Bank's portfolio in Q2 2026, its #80 holding.
  • Eastern Bank first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 38 quarters since.
  • Eastern Bank's iShares Russell 2000 ETF position peaked at $29.8M in Q4 2019.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.